Practical analysis for investment professionals

Leadership, Management & Communication Skills


For Humans Only: Five Tips for Outstanding Customer Service

Artificial intelligence will change the world for customers across all industries, says Barbara Stewart, CFA. But a few things won’t ever change. People want respect.

Empathetic Listening: A Six-Step Guide

As human financial advisers compete with passively managed index funds and robo-advisers, those who embrace empathetic listening can differentiate themselves and add value for their clients, says Marguerita Cheng, CFP, RICP.

The Power of Appreciation

Appreciation is a greatly under-utilized tool in the leader’s toolkit, says Jim Ware, CFA.

Tips for Aspiring Portfolio Managers

What makes a good fund manager? A willingness to learn, from your own success and failures, but also from the wisdom of those who came before you.

New Decision-Making Perspectives: 13 Ways to Break the Frame

Once we’re aware of how incorrect framing can sabotage performance, how can we ensure that we are framing decisions properly?

New Insights on the Trust Crisis in Finance

Research shows that trust in the finance sector is on the rise around the globe.

Top Five Articles from June: Kahneman, India, the Kelly Criterion Reevaluated

Is loss aversion overstated? What fueled Portugal's recent economic recovery? These were among the topics covered in the leading Enterprising Investor posts from June.

Zeitgeist: Why It Matters to Advisers and Investors

As advisers, we need to talk in the language and use the tools of the people who we are talking to.

How Can Investment Professionals Build Trust?

What are the building blocks, the practical strategies, with which investment professionals can establish client relationships based on authentic trust? A new Future of Finance study has some answers. Robert Stammers, CFA, explains.

Daniel Kahneman: Four Keys to Better Decision Making

"Regret is probably the greatest enemy of good decision making in personal finance," Daniel Kahneman says.